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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2126
Hayden Royal
North Carolina
$230K -$879K -7,713 -80%
MFG
2127
Monte Financial Group
Connecticut
$229K -$43.6K -383 -17%
OBGC
2128
O'Brien Greene & Co
Pennsylvania
$228K -$15K -132 -7%
SEM
2129
Suncoast Equity Management
Florida
$228K -$2.28K -20 -1%
DOA
2130
D'Orazio & Associates
Virginia
$228K +$171K +1,500 +420%
BWA
2131
BDO Wealth Advisors
Florida
$227K – – –
SRSA
2132
S.R. Schill & Associates
Washington
$227K +$211K +1,851 New
BWM
2133
BT Wealth Management
Georgia
$226K -$245K -2,150 -54%
ACM
2134
AlphaCrest Capital Management
New York
$226K +$210K +1,841 New
KFS
2135
Kelly Financial Services
Massachusetts
$226K +$210K +1,841 New
PCM
2136
Prelude Capital Management
New York
$225K -$104K -915 -33%
CG
2137
Corundum Group
Colorado
$225K -$13.4K -118 -6%
GIA
2138
Gladstone Institutional Advisory
Florida
$224K +$208K +1,828 New
HFP
2139
Holistic Financial Partners
Indiana
$223K -$3.99K -35 -2%
MFGP
2140
Marshall Financial Group (Pennsylvania)
Pennsylvania
$223K – – –
RCA
2141
Rowland Carmichael Advisors
Arizona
$223K – – –
WBC
2142
West Branch Capital
Massachusetts
$223K +$207K +1,818 New
HCA
2143
Heck Capital Advisors
Wisconsin
$220K +$8.21K +72 +4%
RIG
2144
Roosevelt Investment Group
New York
$220K -$19.7K -173 -9%
BL
2145
BFSG LLC
California
$220K +$204K +1,792 New
SIAS
2146
Shine Investment Advisory Services
Colorado
$218K – – –
PWM
2147
Perigon Wealth Management
California
$217K -$330K -2,900 -63%
CBOR
2148
Community Bank of Raymore
Missouri
$217K +$202K +1,770 New
CF
2149
Corrigan Financial
Rhode Island
$216K – – –
KF
2150
Krilogy Financial
Missouri
$216K +$201K +1,762 New
84 85
86
87 88